GRP

Global Retirement Partners Portfolio holdings

AUM $4.47B
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.27B
AUM Growth
+$1.14B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,852
New
Increased
Reduced
Closed

Top Buys

1 +$81.6M
2 +$31.3M
3 +$30.8M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$26.2M
5
MSFT icon
Microsoft
MSFT
+$21.1M

Sector Composition

1 Financials 10.27%
2 Technology 8.21%
3 Healthcare 4.34%
4 Consumer Discretionary 3.03%
5 Industrials 2.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1751
$7K ﹤0.01%
+116
1752
$7K ﹤0.01%
+250
1753
$7K ﹤0.01%
+52
1754
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+317
1755
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+101
1756
$7K ﹤0.01%
+476
1757
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+275
1758
$7K ﹤0.01%
+500
1759
$7K ﹤0.01%
+133
1760
$7K ﹤0.01%
+308
1761
$7K ﹤0.01%
+700
1762
$7K ﹤0.01%
+102
1763
$7K ﹤0.01%
+529
1764
$7K ﹤0.01%
+79
1765
$7K ﹤0.01%
+64
1766
$7K ﹤0.01%
+108
1767
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+40
1768
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+246
1769
$7K ﹤0.01%
+62
1770
$7K ﹤0.01%
9
1771
$7K ﹤0.01%
+151
1772
$7K ﹤0.01%
+80
1773
$7K ﹤0.01%
68
+14
1774
$7K ﹤0.01%
+150
1775
$7K ﹤0.01%
+1,318